Filed April 23, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $96,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,478 | $84,487+170.4% | $125,339+82.3% | $66,914+241.4% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.9pp | 69.8%+16.4pp |
| Annual return | -15.98% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $12,296 | $3,553+246.1% | $4,814+155.4% | $2,544+383.3% |
| Participant deferral / active EE | $9,645 | $6,781+42.2% | $7,446+29.5% | $4,237+127.7% |
| Admin fee / account holder | $360 | $685-47.5% | $10,010-96.4% | $593-39.3% |